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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,507 | $168,635-86.7% | $147,617-84.8% | $125,389-82.0% |
| Participation rate | 42.9% | 88.8%-45.9pp | 84.6%-41.8pp | 83.2%-40.3pp |
| Annual return | -4.42% | 77.65%-82.1pp | 61.98%-66.4pp | 282.24%-286.7pp |
| Employer contribution / active EE | $2,912 | $6,252-53.4% | $5,564-47.7% | $4,866-40.2% |
| Participant deferral / active EE | $3,639 | $5,507-33.9% | $4,895-25.7% | $5,352-32.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |